Closing Discrete Jobs
You can submit requests to close discrete jobs. You can also resubmit failed close requests. You can optionally unclose discrete jobs.
Attention: The option to unclose job is controlled through function security. Only jobs closed in error should be unclosed, and this should be done immediately after the close. If assembly costs are rolled up between the time you close then unclose a job, your costs may be incorrect because the unclose process does not revalue the job.
Before closing, unclosing, or resubmitting a job, you can view details (operations, material requirements, and resource requirements) and ATO sales order information for that job. You can also print one or all of the reports in the Discrete Job Packet for the job. See: Current Record Indicator and Discrete Shop Packet.
Close Requirements
You cannot close a job that has transactions pending including those that the concurrent manager has not processed. If you attempt to close a job which has transactions pending, the close process fails and the job status changes to Failed Close. See: Viewing Pending Job Transactions.
You also cannot close a job that has one of the following statuses: Pending Bill Load, Pending Routing Load, or Pending Close, or Closed.
Unclose Requirements
You cannot unclose a job that does not have a status of Closed. You cannot unclose a job that is linked to a sales order. You also cannot unclose a job that was closed in a now closed accounting period.
Prerequisites
To Unclose jobs, set the Close Discrete Jobs function security parameter to Y. See: Security Functions.
To find one or more jobs to view or close/unclose:
2. Query to find one or more jobs. See: Finding Discrete Jobs. The Close Discrete Jobs Summary window appears with the results of your query.
You can close Unreleased, Released, Complete, Complete-No Charges, and Cancelled jobs. You can only unclose Closed jobs. When you unclose a job, it reverts to its pre-close status. For example, unclosing a job that had a pre-close status of Complete changes its status from Closed back to Complete. See: Discrete Job Statuses.
The system processes (closes or uncloses) only selected jobs with appropriate statuses. When you close jobs, their statuses are changed to Pending Close until the close process completes. When you unclose jobs, their statuses are immediately changed to their pre-close status.
Caution: Only the status of a job is changed when it is unclosed. Costing information, historical information, and MPS quantities are not updated.
The close process calculates job variances then runs the Discrete Job Value Report. This report lists summary informatin for standard discrete and non-standard asset jobs, but not non-standard expense jobs.
Attention: The abnormal termination of a close request, either due to a hardware problem or manual termination of a concurrent request, can result in a status of Pending Close. These jobs must be manually resubmitted.
To resubmit jobs with a Pending Close status:
1. From the queried jobs displayed, select the jobs to resubmit. You can select and deselect jobs as required. See: Selecting Multiple Records.
You can use the Check Requests option from the Special Menu to manually resubmit jobs that have failed to close and have a Pending Close status. Resubmitting a job with Check Request does two things; it sets the job's status back to its original status then resubmits it. Resubmitting jobs that have Pending Close statuses because the process has not yet concluded does not interrupt the close process.
To view pending job information:
- You can use the Transaction Summary window to determine if there are pending transactions or conditions associated with a job. You cannot close jobs if pending transactions or unprocessed documents exist. See: Viewing Pending Job Transactions.
To view discrete job information:
- View jobs in either the Close Discrete Jobs window or the Close Discrete Jobs Summary window. From the Close Discrete Jobs Summary window, you can choose the Open button to navigate to the Close Discrete Jobs window.
To view operations for a selected job:
- From either the Close Discrete Jobs or Close Discrete Jobs Summary windows choose the Operations button.
The Operation window appears and the job's operations are displayed. You can optionally view the components required at a selected operation using the Components button. See: Viewing Job and Schedule Operations.
To view component requirements and their ATP statuses for a selected job:
Attention: When no routing exists, all components default to operation sequence of 1.
To view sales orders that are linked to a standard discrete job:
See Also
Overview of Discrete Job Close
Period Close
Defining Discrete Jobs Manually
Discrete Accounting Classes
